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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $806,611 | $125,778+541.3% | $114,563+604.1% | $154,746+421.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 15.39% | 295.14%-279.8pp | 241.09%-225.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $14,402 | $2,806+413.3% | $2,592+455.6% | $4,379+228.9% |
| Participant deferral / active EE | $13,605 | $4,445+206.1% | $4,142+228.5% | $6,730+102.1% |
| Admin fee / account holder | $1,867 | $8,190-77.2% | $7,623-75.5% | $14,365-87.0% |